RK · Sales Team
The Sales Floor

Accounts

The client book — account health, market saturation, and the tools that run the book.

01Account Tools
Abstract ledger of account bars
01

Accounts Dashboard

Every account in one view — revenue, health, and owner. Filter by AM, roll it up by team. Open dashboard
Night-lights map of the United States
02

Client Saturation Map

Where we already own a market and where a new firm would collide. 168 cities, mapped. Open the map
A targeting reticle closing on one point in a field
03

Firm Checker

Check a firm against the book before you pitch it — already a client, or open territory. Check a firm
A connected graph of records
04

HubSpot

The CRM of record. Companies, deals, and the activity behind every account. Open HubSpot
An audio waveform
05

Ask Elephant

Call intelligence across the account base — what clients are actually saying on the calls. Ask a question
Overhead flat-lay of equipment
06

Service Menu

Every package and price, structured for the renewal or the upsell conversation. Build a scope